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WisdomTree US SmallCap Dividend Fund
DES

78 hedge funds and large institutions have $278M invested in WisdomTree US SmallCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

122.45% more ownership

Funds ownership: 0% → 122.45% (+122%)

71% less call options, than puts

Call options by funds: $362K | Put options by funds: $1.27M

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
–
Reduced
–
Closed
–
Calls
$362K
Puts
$1.27M
Net Calls
-$904K
Net Calls Change
-$904K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
51
Signature Estate & Investment Advisors
California
$420K +$414K +21,591 New
FAAS
52
First Allied Advisory Services
California
$402K +$395K +20,598 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$398K +$392K +20,427 New
SCA
54
Stillwater Capital Advisors
Pennsylvania
$392K +$387K +20,160 New
Deutsche Bank
55
Deutsche Bank
Germany
$370K +$365K +19,056 New
CG
56
Colony Group
Massachusetts
$325K +$320K +16,710 New
RCAG
57
Rehmann Capital Advisory Group
Michigan
$321K +$316K +16,500 New
FIM
58
Freedom Investment Management
Connecticut
$319K +$314K +16,392 New
CS
59
Credit Suisse
Switzerland
$307K +$302K +15,753 New
SC
60
Scotia Capital
Ontario, Canada
$301K +$297K +15,492 New
OC
61
Oarsman Capital
Wisconsin
$299K +$295K +15,384 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$288K +$284K +14,814 New
CCM
63
Condor Capital Management
New Jersey
$285K +$281K +14,652 New
FNBT
64
FineMark National Bank & Trust
Florida
$265K +$261K +13,605 New
CAN
65
Cetera Advisor Networks
California
$256K +$250K +13,023 New
HC
66
HHG & Company
Connecticut
$227K +$225K +11,715 New
AIG
67
American International Group
New York
$216K +$213K +11,091 New
CBN
68
Cadence Bank NA
Texas
$207K +$204K +10,638 New
Ameriprise
69
Ameriprise
Minnesota
$197K +$195K +10,149 New
HCM
70
Horrell Capital Management
Arkansas
$94K +$117K +6,123 New
Citigroup
71
Citigroup
New York
$28K +$27.6K +1,440 New
FBT
72
Founders Bank & Trust
Michigan
$23K +$23K +1,200 New
WA
73
WFG Advisors
Texas
$22K +$21.9K +1,140 New
MWP
74
MYCIO Wealth Partners
Pennsylvania
$12K +$11.5K +600 New
HCM
75
Highlander Capital Management
New Jersey
$7K +$6.9K +360 New
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DES Hedge Fund Activity: Q2 2013 in Review

78 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Dividend Fund (DES) for Q2 2013, worth a combined $278M.

Buyers outnumbered sellers: 78 funds opened new DES positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

  • 78 institutional investors held WisdomTree US SmallCap Dividend Fund (DES) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $278M of WisdomTree US SmallCap Dividend Fund stock for Q2 2013.
  • 78 funds opened new WisdomTree US SmallCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +78 holders.

Based on aggregated 13F filings for Q2 2013.